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How do I set up a Credit Memo?

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Zuora Staff

How do I set up a Credit Memo?

How do I set up a credit memo in my product catalog so you can view the charge in the credit memo dropdown menu?



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1 REPLY
Zuora Staff

Re: How do I set up a Credit Memo?

Steps to create the credit memo in your product catalog:

 

1. Create Product for Credit Memo

2. Create One Time Charge : Rate Plan Charge for Credit Memo

3. Enter the information for the credit memo: Flat Fee, Credit memo name, time of charge, amount is : -1.00

4. Enter the accounting codes

5. Save

 

Here is a screenshot to show how the rate plan charge should look when completed with the steps:

 

credit memo.png

 

 



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